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20121001
20121031
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marketas kind of been quietly supporting some of e economic data, you had last week's jobless cla improving a little bit. and this number, i don't think there is wide expectations, 100, 120,000 which will be consistent with what the economy is doing in the gdp and 1.will to 3% range. but those are fundamentals that could support a higher equity prices, so until you see a few months of negative numbers or much lower numbers from job growth and gdp slipping below 1%, i think buying on dips and you know, watching the market kind confi creep higher is the game plan. >> scott, you mentioned are you looking at opportunities. and you may have an opportunity later this week when the market reopens. what-- what ought you to be looking at? >> well, some of the sectors that we like are tied to the cyclicality of the economy. i any we're going to continue at a modest or slow gdp pace here in the states. i think globally the recovery is going to continue a little bit slower than it has been. in the past. but still continuing forward. so things like the consumer discretionary sector still like technology
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